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Franklin Resources
BEN

573 hedge funds and large institutions have $14.8B invested in Franklin Resources in 2013 Q2 according to their latest regulatory filings, with 573 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

156.47% more ownership

Funds ownership: 0% → 156.47% (+156%)

58% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $194M

Holders
573
Holders Change
+573
Holders Change %
–
% of All Funds
18.7%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
573
Increased
–
Reduced
–
Closed
–
Calls
$81.6M
Puts
$194M
Net Calls
-$112M
Net Calls Change
-$112M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
526
Guardian Investor Services
New York
$153K +$172K +3,369 New
Creative Planning
527
Creative Planning
Kansas
$145K +$162K +3,189 New
Toronto Dominion Bank
528
Toronto Dominion Bank
Ontario, Canada
$145K +$163K +3,195 New
Envestnet Asset Management
529
Envestnet Asset Management
Illinois
$138K +$155K +3,048 New
NIM
530
NuWave Investment Management
New Jersey
$121K +$135K +2,661 New
ST
531
Smithfield Trust
Pennsylvania
$121K +$137K +2,682 New
SAMC
532
Shinko Asset Management Company
Japan
$109K +$122K +2,400 New
SNT
533
Security National Trust
West Virginia
$91K +$103K +2,025 New
CGT
534
Capital Guardian Trust
California
$90K +$100K +1,974 New
MCM
535
Munder Capital Management
Michigan
$86K +$97K +1,905 New
TSWM
536
Triangle Securities Wealth Management
North Carolina
$78K +$87.8K +1,725 New
PSI
537
Pinnacle Summer Investments
Virginia
$69K +$77.9K +1,530 New
AIP
538
Advanced Investment Partners
Florida
$63K +$71.8K +1,410 New
CFA
539
Carroll Financial Associates
North Carolina
$59K +$67K +1,317 New
FHB
540
First Hawaiian Bank
Hawaii
$55K +$61.7K +1,212 New
M&T Bank
541
M&T Bank
New York
$46K +$51.2K +1,005 New
Loomis, Sayles & Company
542
Loomis, Sayles & Company
Massachusetts
$45.8K +$51.4M +1,009,872 New
SFS
543
Signator Financial Services
Massachusetts
$44K +$49.5K +972 New
MAM
544
Mizuho Asset Management
Japan
$42K +$47.2K +927 New
LWCFA
545
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K +$46.6K +915 New
TRCT
546
Tower Research Capital (TRC)
New York
$38K +$42.9K +843 New
GAM
547
Guinness Asset Management
United Kingdom
$34K +$38.2K +750 New
PAS
548
Partnervest Advisory Services
California
$27K +$30.7K +603 New
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K +$28.3K +555 New
SIIU
550
Scotia Institutional Investments US
Pennsylvania
$24K +$27K +531 New
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BEN Hedge Fund Activity: Q2 2013 in Review

573 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2013, worth a combined $14.8B.

Buyers outnumbered sellers: 573 funds opened new BEN positions and 0 closed out — a net gain of 573 holders — while 0 added to existing stakes and 0 trimmed.

  • 573 institutional investors held Franklin Resources (BEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.8B of Franklin Resources stock for Q2 2013.
  • 573 funds opened new Franklin Resources positions in Q2 2013 and 0 closed out, a net change of +573 holders.

Based on aggregated 13F filings for Q2 2013.